We pride ourselves on having a well-rounded and hard-working team dedicated to the success of our clients, the firm, and each other.
Our internal vetting process allows us to employ the right individuals to ensure you always have access to an experienced and knowledgeable staff.
We firmly believe that “as our clients grow and prosper, so do we.”
Accounting + Audit + Advisory Team
Alex Bradbury
Audit Senior II
Asher Ahmed
Accounting Associate
Desjanel Beamon
Payroll Tax Accountant
DeVetta Perkins
Payroll Tax Specialist
Elizabeth Anderson
Accounting Associate II
Emily Eldridge
Accounting Associate III
Jennifer Escobar
Accounting Associate II
Jesus Rafael
Accounting Associate II
Julie Bangert
Senior Advisory Manager
Kaitlin Motsinger
Accounting Associate III
Lee Mathew
Audit Senior II
Melissa Murray
Senior Accounting Specialist
Michelle Macklin, CPA
Accounting Manager / Fractional CFO
Paola Pereira
Senior Advisory Manager
Ravena Beamon
Payroll Tax Manager
Russ Thompson
Audit Senior II
Sandra Michout
Accounting Specialist
Taylor Gallegos
Senior Accounting Specialist
Administrative Team
Cecilia Clark
Operations Specialist
Donna Watermiller
Senior Executive Assistant and Operations Coordinator
Kara Dowling
Operations Specialist
Miriam Jeev-Solomon
Operations Specialist
Monique Ross
Operations Supervisor
Leadership Team
Andrea Gardner
Director of Operations
Fred Amiryan
CIO / Fractional CFO
Harvey Cox, CPA
Partner – Tax
Jared Weidner, CPA
Partner
Karen Meredith, CPA, CFP
Managing Partner
Kathy Phillips
HR/Operations Manager
Kathy Tamura
Chief Financial Officer
Lisa Lott, CPA, CIA, CFE
Partner – Audit
Matt Meredith
Partner – Operations & Marketing
Marketing + IT + Client Support Team
John Greene
Director of IT
Josh Flores
Technical Support Specialist III
Kristin Poston
Director of People & Culture
Melissa Lomeli
Director of Marketing
Rachel Rodriguez
Client Advocate
Tax Team
Andra Lewis
Tax Associate
Ayesha Siddiqui
Tax Senior Associate
Bettina Cooke
Tax Senior
Cannon Hodges
Tax Senior
Elizabeth Nguyen, CPA
Tax Manager II
Evelin Nieto
Tax Senior Associate
Everness Evangelista, CPA
SALT Tax Manager
John Henderson, CPA
Tax Manager
Juan Cardenas
Tax Senior
Pooja Patel
Senior Advisory Manager
Randall Knapp
Tax Senior
